To enable auto-categorization of your subscribed customers, navigate to Lifecycle Tracking -> Subscribed Customers in your Account Settings (or get there via Quick Jump). There, you'll see a handful of options you'll need to configure in order to correctly categorize your subscribed customers.
The first question asks you to select how each customer's revenue is identified in your data. There are 2 options:
via a customer trait (strongly recommended) - Select this option if revenue is attached to customers as a trait when tracked with your analytics service - e.g. each customer has an
mrr trait in Segment/Mixpanel.
via an event (not recommended) - Select this option if you send an event when customers pay for your product - e.g. your analytics service sends a
Plan purchased event with a
price property when a customer subscribes to a paid plan. When possible, we encourage using traits over events.
Depending on your choice in Step 1, you'll need to select the trait or event for your revenue data here:
via a customer trait (recommended) - Select the trait(s) that specifies each customer's revenue - e.g. the
mrr trait. If you select multiple traits here, we'll set the account's revenue to the first trait they have a value for.
via an event (not recommended) - Select the event sent whenever a customer is charged for your product - e.g. the
Plan purchased event. If you are using this option, you'll also need to select the property on the selected event that specifies the customer's revenue - e.g. the
Sometimes, you may send revenue data even if the customer isn't paying you yet. For example, let's say this is your setup:
A customer can view your available pricing plans and choose one to start a 30-day trial on
When a customer starts their trial with their selected plan, you send a
Plan started event with 2 properties:
isTrial (set to true).
For trials converting to paid plans
The trial can view your available pricing plans and select one to start paying for.
When the customer submits their payment for their selected plan, you send a
Plan started event with 3 properties:
isTrial (set to false), and
In this scenario, your revenue setup will use events, with
Plan started specified as the revenue event and
planPrice as the actual revenue. But, trials aren't yet paying, so it's best to exclude them from revenue tracking until they actually convert to a paid plan (otherwise, your MRR will be inflated). To do that, you'd want to configure this step to only track customers where
isTrial is set to
If at all possible, we recommend tracking renewal dates alongside revenue. This way, you can use that data when filtering and creating Indicators (e.g. flag unengaged customers with a renewal in less than 7 days). So here, you'll want to identify the event properties or traits that track the start and end of a customer's subscription (if available).
This step simply allows you to specify whether revenue is always sent as MRR, ARR, or as the value of the entire subscription period. If you select Total Subscription Period Cost here, we'll simply calculate a customer's MRR by dividing revenue values by 12 if the subscription period is longer than 1 month. If it is not, we won't modify the revenue value and will assume it is MRR.